+229.1%
UMC vs PINS
-47.9%
+277.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.7% | -5.2% | -2.4% |
| 7D | +11.4% | -9.9% | +21.3% | +11.2% |
| 30D | +16.8% | -20.9% | +37.7% | +16.6% |
| 3M | +19.1% | -13.7% | +32.8% | +20.1% |
| 6M | +137.4% | -3.0% | +140.5% | +139.6% |
| YTD | +186.4% | -27.5% | +213.8% | +186.8% |
| 1Y | +229.1% | -46.8% | +275.9% | +225.4% |
| All | +229.1% | -47.9% | +277.0% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling